Summit Financial’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
6,373
+1,477
| +30% | +$394K | 0.04% | 320 |
|
|
2025
Q1 | $1.39M | Buy |
4,896
+224
| +5% | +$63.4K | 0.04% | 316 |
|
|
2024
Q4 | $1.12M | Buy |
4,672
+333
| +8% | +$79.8K | 0.04% | 296 |
|
|
2024
Q3 | $1.1M | Buy |
4,339
+668
| +18% | +$170K | 0.04% | 242 |
|
|
2024
Q2 | $763K | Buy |
3,671
+2,565
| +232% | +$533K | 0.03% | 266 |
|
|
2024
Q1 | $229K | Sell |
1,106
-1,049
| -49% | -$217K | 0.01% | 352 |
|
|
2023
Q4 | $343K | Buy |
+2,155
| New | +$343K | 0.02% | 283 |
|
|
2022
Q2 | – | Sell |
-2,002
| Closed | -$228K | – | 249 |
|
|
2022
Q1 | $228K | Buy |
+2,002
| New | +$228K | 0.02% | 237 |
|